Hospitality & Tourism

Hospitality & Leisure Business (Suites & Accommodation Units)

Hospitality & Leisure (Suites & Accommodation Units)

A hospitality business that managed sales, finances and tasks across a booking calendar, a staff-management app, spreadsheets and three banks — got a single management dashboard that became the entire business's source of truth.

Dedicated dashboard

Bank Scraper

Staff-management app

Booking calendar system

Challenge

The Challenge

The business ran in a completely fragmented way: data scattered across an external booking calendar, the staff-management app, the accounting system and spreadsheets, with no central source of truth. To get a single picture of the business, the owner had to log into several different systems and manually track advance payments and bank transfers across three separate banks. The cost of the mess was concrete: invoices simply went missing, and about ₪20,000 was left unaccounted for in the books. Reports were typed up by hand in text documents, and alerts came in only via Telegram in a disorganized fashion. Urgency was set high — the owner wanted control and transparency immediately.

Solution

The Solution

A dedicated management dashboard was set up for the business to serve as its source-of-truth layer: all operational systems connect to it and data flows in automatically. Instead of running between a booking calendar, a staff-management app and text documents — everything is viewed from one place: sales, bookings, advance payments, open balances, commissions and reports. The financial side was solved with a Bank Scraper that automatically collects payments, advances and balances from all three bank accounts and the credit cards, and shows how much was paid, when, by what method and what remains. The invoicing pain point was closed with a mechanism that opens an automatic invoice request for every payment received, and marks exactly which payments have an invoice and which don't — so no payment enters without an invoice. An AI agent was added that lets an employee open tasks in the staff-management app in free language, and upload invoices and documents directly to the dashboard. The architecture is modular — a connected system can be swapped out in the future without breaking the logic.

Our Approach

A dedicated management dashboard that centralizes in one place sales, bookings, advance payments, open balances, commissions and cash-flow forecasting

Connecting the operational systems (staff-management app, booking calendar) to the dashboard as a central management layer, in a modular architecture that allows swapping a system in the future without breaking the logic

Tracking sales, commissions and assigning bookings to reps — including an automatic commission mechanism and per-rep reports on a daily, weekly and monthly basis

Financial tracking via a Bank Scraper across all three bank accounts and the credit cards, with a view of payments, payment methods, balance and expected intake

An invoice-tracking page with an automatic invoice request for every payment and alerts on payments overdue without an invoice

Operational alerts on bookings and tasks via Telegram and email, and mirroring tasks from the staff-management app to the calendar inside the dashboard

An AI agent for opening tasks in the staff-management app in free language and uploading invoices and documents, including a dedicated email for automatic invoice intake

Automatic daily, weekly and monthly reports inside the dashboard, instead of manual typing in text documents

Technologies Used

Dedicated dashboardBank ScraperStaff-management appBooking calendar systemTelegramEmailAI APIAccounting system

The service behind this project

Automated Appointment Scheduling

Results

The Results

Money lost before the project (pain point)~₪20,000 in invoices missing from the books

Bank accounts consolidated into one view3 banks + credit cards

The business moved from fragmented management across a booking calendar, apps, spreadsheets and three banks — to a single management source of truth. The owner now sees all of the business's activity from one screen, without logging into different systems: sales, advance payments, balances, per-rep commissions and cash flow. The central pain point — invoices that went missing and the roughly ₪20,000 lost in the books — was handled with an automatic invoice-request mechanism that ensures no payment enters without an attached invoice. Reports went from manual typing in text documents to automatic, and operational alerts moved to organized channels. (No quantitative ROI metrics were defined in the proposal — the results here are qualitative.)

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